The global skills and competency framework for the digital world

Financial analysis [prototype] FIAN


SFIA 9 is in development

  • SFIA 9 beta due in early July 2024
  • SFIA 9 planned for publication October 2024

This is a prototype for SFIA 9. It is subject to change before publication.

Disclaimer - prototypes/new skills may be substantially modified prior to launch or may never be released.

Guidance notes


Activities may include, but are not limited, to:

  • preparing financial insights, dashboards, and visualisations to support decision-making
  • developing and maintaining financial models for scenario planning and sensitivity analysis
  • providing expert advice on financial analysis practices and techniques
  • presenting findings to stakeholders
  • defining the organisation's approach to financial analysis, aligning it with objectives
  • implementing financial analysis policies, standards, and processes
  • developing a culture of data-driven decision-making and continuous improvement
  • providing strategic insights based on comprehensive financial analysis
  • evaluating investments, projects, and services using financial analysis techniques
  • applying financial analysis to cloud computing, such as consumption-based pricing and cost optimization


Defined at these levels: 2 3 4 5 6

Financial analysis [prototype]: Level 1

Financial analysis [prototype]: Level 2


Assists in collecting and organising financial data and preparing basic reports under supervision.

Supports the financial analysis process by completing assigned tasks and seeking guidance when needed.

Financial analysis [prototype]: Level 3


Applies standard financial analysis techniques and processes to perform varied tasks in the financial analysis process, including data analysis and report preparation.

Communicates financial analysis findings to relevant stakeholders.

Financial analysis [prototype]: Level 4


Performs financial analysis for specific areas, using standard techniques and tools.

Prepares reports and provides insights to support decision-making.

Collaborates with stakeholders to understand requirements and deliver relevant analysis.

Supports the development and maintenance of financial models.

Financial analysis [prototype]: Level 5


Leads financial analysis activities for a department or function, applying advanced techniques and tools. Develops and maintains complex financial models.

Conducts scenario planning and sensitivity analysis to support decision-making. Provides expert advice and guidance on financial analysis best practices.

Presents findings and recommendations to senior stakeholders, linking financial performance to business outcomes. Collaborates with stakeholders to align analysis with organisational objectives.

Financial analysis [prototype]: Level 6


Defines and leads the organisation's approach to financial analysis, aligning it with strategic objectives and business value creation.

Develops and implements enterprise-wide financial analysis policies, standards, and processes.

Drives a culture of data-driven decision-making and continuous improvement in financial management.

Provides strategic insights and recommendations based on comprehensive financial analysis, linking performance to business strategy.

Sets the vision and direction for financial analysis practices across the organisation.

Financial analysis [prototype]: Level 7

New skill